1. Avelle.com This site makes more than 3000 high-end designer bags, jewelry pieces, sunglasses, and watches affordable for everyone. Shoppers take items by Gucci, Chanel, Louis Vuitton, and other brands out for a spin, then either buy them or swap them in for something else. 2. Beauty.com No more awkward interactions with pushy salespeople—this beauty [...]
Putting Your Best Foot Forward with Customers by Jennifer Monahan-Searles
The holiday season is in full swing here in San Francisco. The tree is up in Union Square; the cable cars are decorated with lights, garlands and ornaments; and practically every building has some type of holiday décor. And, like every year, people everywhere seem to be more friendly, and, well, nicer. It’s as if [...]
Indexed Annuities Set Sales Record – Jennifer Monahan-Searles
The decline of annuities has been exaggerated. For nearly two years, it seems, every time we read news about annuities that news has been negative. Or at least it’s contained a negative slant. Not this time.According to AnnuitySpecs.com’s Indexed Sales & Market Report, third-quarter sales for indexed annuities were $8.7 billion, up 16 percent from [...]
Are You Really Listening to Your Clients? By Jennifer Monahan-Searles
I once moderated sixty (yes, sixty!) focus groups for the United States Postal Service over a 5 week time period. And, with the exception of the one focus group where I had to eject one of the participants for unruly behavior, they were all pretty much the same. I heard the exact same needs, requirements [...]
The Building Blocks of Customer Relationship Management by Jennifer Monahan-Searles
If trust is the foundation, what are the building blocks to Customer Relationship Management? When I was a consultant with Peppers & Rogers Group, I would recommend clients focus on IDIC: Identify – can you name your clients individually and addressably? Do you know not only their basic contact information but also what makes them [...]
What is Customer Relationship Management (CRM) and why should you care? By Jennifer Monahan-Searles
Quite simply, it’s understanding the needs and motivators of your customers and using that insight to tailor your interactions with your customers to deepen their loyalty (and business!) with you. In upcoming posts, we’ll explore different ways to do that and will pull from examples both within and outside of the industry. For now, though, [...]
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10 Keys To Becoming A Successful Financial Advisor
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Great American Revised Fixed-Indexed Annuity Rates
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Genworth Update: NAIC Suitability Model Regulation Requirements of Producers
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Rate Increases For All Great American Products!
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Great American Revised Fixed-Indexed Annuity Rates
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10 Keys To Becoming A Successful Financial Advisor